In the first meeting with your client, you should discuss the following topics:

  1. Client Goals
  2. Target Audience
  3. Detailed Feature Requests
  4. Administrative Details

Freelance Client Questionnaire

Client Goals
  • What excites you about this project?
  • Tell me briefly about your company
  • What makes your product better than those of competitors?
  • Describe your goal for this project in less than 10 seconds?
  • What products and services are required to achieve these goals?
  • What is the fewest number of steps required to achieve these goals?
  • What are your primary online business objectives with the site redesign?
  • What are your secondary objectives? (Increase sales, reduce customer service calls, etc)
  • How will you measure the success of the solution?
Target Audience
  • Describe your typical customer
  • What emotions do customers feel when using your product?
  • How does your typical customer interact with the website?
  • What is your target market?
  • How will people find out about your company?
  • How do you plan to get repeat visitors?
  • What is the primary “action” the user should take when coming to your site?
    (purchase, become a member, search for information, etc.)
  • Use a few adjectives to describe how the user should perceive the new site.
    (Ex: prestigious, friendly, corporate, fun, forward-thinking, innovative, cutting edge, etc.) Is this different than the current image perception?
Project Features
  • Do you feel your current site promotes a favorable user experience? Why? Why not?
  • What specific areas of your current site do you feel are successful? Why are they successful?
  • What shortcomings exist with the current site?
  • Have you conducted usability tests on your current site? If so, how long ago?
  • How important is it to maintain your current look and feel, logo, and branding?
  • List any URLs of sites you find compelling. What specifically do you like about these sites?
  • What is your target platform and browser (if you know)?
  • Will you have database functionality (dynamic content generation, search capabilities, personalization/log-in, etc.)?
  • Do you already have a database in place?
  • Will you have a need for secured transactions (e-commerce)? Do you already offer transactions online?
  • Will you require other specific programming needs (personalization, search capability)?
Administrative Details
  • What is your budget for this project?
  • Who are the decision makers for this project and what is the turnaround time?
  • What staff will be involved and what are their roles?
  • What is your deadline?
  • Can this project be divided into phases in order to accommodate budget and timing constraints?
  • Who is in charge of the content and how much time will be dedicated to it?
  • Will this site use existing content from the current site?